Past Due Expected Close Date Notification

Camille

Hello,

I was wondering, is there a way to get an automatic notification on Slack or E-mail if an open deal is past due its expected close date? I believe that this is possible via Zapier, but I can't manage it. If someone could help me on this subject

Many thanks,

Camille

Amit Sarda (AmitSarda.xyz)

You can set this up using Make/Integromat and a custom filter in Pipedrive.

Expected Close Date is before today.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

Camille

Hello @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz,

Thanks a lot for your answer. I have created a new filter on Pipedrive based on the field "Expected Close Date is before today" but I can't create the right automation on Make.com. Could you tell me more about the different modules to add?

Camille

Amit Sarda (AmitSarda.xyz)

Hi @Camille,

Please feel free to book a call:

https://calendly.com/amitsarda/discovery